Follow

Sales Administrator: Install and Configure

The CloudShare Invitations package requires installation by a Salesforce administrator.

To complete the setup, you need to modify the opportunity page layout and configure the package settings.

You can change the package settings again whenever needed. 

Install the Package

Important

This task requires Salesforce administrator credentials.

  1. Browse to the package installation link:

    You will need to log into your Salesforce administrator's account in order to access one of these links.

  2. Under This app is password protected, enter the password. The password is CloudInv!.

  3. Choose Install for Specific Profiles.

  4. Before you click Install, scroll down to the Select Specific Profiles area and do one of the following:

    • To install for all profiles, select CloudShare Invitation profile under Set access level for all profiles to and click SET.

    • To install for each profile individually, select CloudShare Invitation profile from the dropdown list for each profile.

  5. When you're done setting access levels for profiles, click Install.

  6. Check Yes, grant access to these third-party web sites and click Continue. 

  7. Click Done when the installation is complete.

Complete the Setup

Important

This task requires Salesforce administrator credentials.

  1. Make sure you are logged into a Salesforce administrator account.

  2. Enter the Setup area by clicking Setup at the top right of the page.

  3. Under the Build menu, expand Customize and then expand Opportunities and then select Page Layouts.

  4. Click the Edit button for the page layout in which you want to make the CloudShare invitation functionality available.

    You are now in the Enhanced Page Layout Editor.

  5. Drag the Section user interface element from the pallette in the upper portion of the screen onto the page layout in the lower portion of the screen, and drop it at the position where you want to place a new section for creating CloudShare invitations.

    The Section Properties dialog pops up.

  6. Enter CloudShare Invitations as the Section Name and choose 1-Column for the Layout.

  7. Click OK.

  8. From the menu on the left of the pallette in the upper portion of the screen, select Visualforce Pages

  9. Drag the Visualforce page called CloudShare Invitation and drop it onto the CloudShare Invitations section you created.

  10. Click the section's wrench icon to open the section properties, and set the page height to 250 pixels. Make sure not to check Show labels.

  11. Click OK.

  12. From the menu on the left of the pallette in the upper portion of the screen, select the Related Lists menu and add the Invitations list to the Related Lists part of the page.

  13. Click the wrench icon for the Invitations list to open the Related List Properties for the list. Leave the Invitation Name field in the Selected Fields list and add the following additional fields from the Available Fields list:

    • Invitation Status

    • Environment Status

    • Invitation Expires

    • Email

    • First Name

    • Last Name

    • Project

    • Region

    • Blueprint

    Altogether, you should have a total of ten fields selected. (This is the limit.) 

  14. Still in the Related List Properties - Invitations dialog, expand the Buttons area and deselect New.

  15. Click OK.

  16. Click Save to save your layout!

  17. Go to the Opportunities tab and open an opportunity.

  18. Find the CloudShare Invitations section that you created on the Opportunity page and complete the settings. (This is a one time task for the initial set up.) 

  19. Click Save

You're now done with the initial setup and your sales engineers can start sending invitations. You can change your configuration any time. 

Table 1. CloudShare Invitation Settings Fields

Field

Description

API Key

Your CloudShare API Key. You can obtain your API key from your details page on CloudShare.

API ID

Your CloudShare API ID. You can obtain your API ID from your details page on CloudShare.

Opportunity Stage Names

The stages for which you want CloudShare invitation creation to be enabled. Separate stage names with a semi colon (;).

Caution

Do not insert spaces between stage names. Spaces between stage names invalidate the configuration.


Change Package Configuration 

Important

This task requires Salesforce administrator credentials.

  1. Make sure you are logged into a Salesforce administrator account.

  2. Enter the Setup area by clicking Setup at the top right of the page.

  3. Under the Build menu, expand Develop and then select Custom Settings.

  4. Click the Manage link for CloudShare Settings.

  5. Click the Edit link next to your CloudShare settings set (by default this is called Default .) 

  6. Edit the settings.

  7. Click Save.

Uninstall the Package

Important

This task requires Salesforce administrator credentials.

  1. Make sure you are logged into a Salesforce administrator account.

  2. Enter the Setup area by clicking Setup at the top right of the page.

  3. Under the Build menu, expand Customize and then expand Opportunities and then select Page Layouts.

  4. Click the Edit button for the page layout that contains the CloudShare Invitations section (which contains the CloudShare Invitations Visualforce page).

  5. Remove the section containing the CloudShare Invitations Visualforce page.

  6. Click Save to save the page layout.

  7. Under the Build menu, select Installed Packages.

  8. Click the Uninstall button next to the CloudShare Invitations package.

  9. Scroll down the page and select your preferred option for saving package data.

  10. Click Yes, I want to uninstall this package and permanently delete all associated components to confirm that you want to remove the package.

  11. Click Uninstall.

The uninstall process begins. When the process is complete, the package is removed from the list of installed packages and is displayed in the list of uninstalled packages. You may need to refresh the screen to see this status change.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk